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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,357 | $97,125+196.9% | $86,233+234.4% | $137,256+110.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.73% | 74.19%-56.5pp | 61.39%-43.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,587 | $2,841+131.8% | $2,504+163.0% | $4,156+58.5% |
| Participant deferral / active EE | $6,345 | $5,180+22.5% | $4,559+39.2% | $6,407-1.0% |
| Admin fee / account holder | $16 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |